Summary of the work of converting the bank to a regular employee during the probation period

The work needs to be summarized when the probationary period is converted to a regular job. The following is a summary of the bank probationary period to a regular job that I compiled during the internship. Everyone is welcome to refer to it!

A summary of the bank probationary job to a regular job:

Time flies, and in the blink of an eye, I have been working in Bank of China for six months. From midsummer to cold winter, I learned a lot in just half a year. Here is my one-year study report:

The first lesson of onboarding starts with onboarding training. Although the time schedule for onboarding training is quite tight, onboarding training is of great significance to us newcomers. Through the on-the-job training, I learned about the corporate culture of Bank of China, learned the basic knowledge of bank accounts, companies, and national bonds, cultivated team awareness, and realized the importance of communication. I benefited a lot from the induction training.

After a short induction training, I started learning the counter business at Yongfeng Road Branch. When I first started the over-the-counter operation, I always felt in a hurry, and I seemed at a loss to answer questions from customers. With the help and guidance of my master and colleagues, I humbly learned and asked for advice and took notes carefully. Soon I learned various basic counter operations such as deposits and withdrawals, reporting losses, foreign exchange transactions, and issuance of certificates of deposit. At the same time, I also realized that bank counter business may seem simple and repetitive, but in fact it requires tellers to be careful, patient and responsible: handle every business carefully, serve every customer patiently, and always remember Responsible for work and responsible for every customer.

The banking industry is ultimately a service industry, and for banks, each branch is the first window to serve customers, and the quality of its service plays a vital role in the development of the bank. Therefore, it is particularly important to do a good job in "excellent literature". At work, I always keep the importance of "good character" in mind, treat others with a smile, speak politely, think about what customers think, worry about their worries, be customer-centered, and strive to make customers happy. Returned satisfied.

To do a good job at the counter, all skills must be up to standard. For me, every skill such as counting money, calculator, Chinese input, and personal finance business requires practice. With the help of my colleagues at the branch, the training and guidance of the General Management Department, and my hard work, my skill level gradually improved, and the efficiency of handling business at the counter also improved. The level of skills depends entirely on how hard you practice. Therefore, in my future work, I will continue to practice my skills hard and strive to continuously improve.

Working in a bank involves risks. Therefore, it is extremely important to conscientiously implement and abide by various rules and regulations, which is also a reflection of responsibility. As a teller, I work strictly in accordance with the requirements of the "Double Ten Ban". Whether it is the business processing process or the use and storage of seals and vouchers, they are strictly implemented in accordance with the requirements. Over time, I have consciously developed a serious and prudent work style, and tried to reduce the risks at work as much as possible.

Marketing is also an important part of counter work, and intermediary businesses such as funds and insurance are also one of the main sources of bank profits. In order to better carry out counter marketing, I learned relevant basic knowledge and established corresponding financial awareness. However, in the marketing process of the counter, my marketing ability is not very good. Therefore, my marketing skills need to continue to learn from older employees and be constantly honed in practice.

Half a year of work experience has allowed me to learn a lot of new knowledge, and at the same time, it also made me realize that I still have many immature aspects that need to be improved. In the future work, I will continue to uphold the down-to-earth spirit, maintain the enthusiasm for learning, correct my mentality, work hard, be based on my position, be honest and dedicated, sincerely serve, sincerely contribute, and strive to be the first with Bank of China in the spirit of pursuing excellence. Grow together and develop together.

Summary of the Bank’s Probationary Period to Regular Work:

I entered xx company on May 31st to participate in the training. After nearly two months of probation, I am now about to become a regular employee. In the past two months, I have been honored to experience the pre-opening training and preparation of xx with you. I was honored to witness the solemn and exciting moment on the company's opening day, and when we moved into the new office area, we carefully arranged and cared for the home-like joy. Every time I go to a client to discuss business, my experience is still very clear. I play my role seriously, strive to improve, collaborate and learn from each other with my colleagues, and encourage each other, which makes me more confident every time.

After nearly two months of work and study, I feel a lot more fulfilled. Starting from recording the important things in the morning meeting every day and ending with the daily work log record, I can see clearly what I have done every day, what I have been reminded to do, and the thoughts and reflections I have occasionally had in my mind.

As an account manager, mentally and deep in my heart, I consciously cultivate my own quality and cultivation, constantly improve myself, and do a good job in details. I would also like to express my special thanks to Mr. Wang for his teachings at that morning meeting. Everyone should be respected and treated with courtesy. After the accidental negligence deeply touched my heart, I paid more attention to details and habits. I am very grateful to Mr. Wang for his help and education in our thoughts and behaviors. I have seen my growth, my heart is full, and I am very happy! Thanks to Mr. Li for his encouragement during the training: "We are professional managers", that is the direction of my unremitting efforts, and I will do better!

In terms of work and business, up to now, I basically understand the company's products, concepts, processes, and systems. I remember that when I surveyed customers, I was completely blank at the beginning and could only sit in and listen. I was not familiar with the issues to be understood and verified and the information to be collected. Now I can basically grasp the key points and talk and communicate with customers confidently, and complete the tasks clearly. The collection of data, as well as on-site inspections of customers' operating capabilities in factories and workshops, and verification of inventory lists, provide understanding and experience summaries at every step. I strongly agree with the company's concept of not drinking a cup of tea from customers and always reassure them that it will not increase additional costs for customers. I politely refuse every warm invitation from customers. I hope to help the company to put good methods into practice at the beginning. Always persist and continue. We also try our best to achieve differentiated competition in risk control, speed, affinity, and innovation in all small details, striving to leave a good impression on all customers we come into contact with and cultivate our own high-quality customers.

As a member of the Sunshine Team, I have experienced on-site investigation of business loan customer xxxx, insisting on risk control first and marketing customers second. Analyze customers from multiple dimensions based on the three principles of strength, credit, and efficiency, with special emphasis on the customer's first source of repayment and risk resistance, such as verification of sales revenue. We try our best to verify sales invoices and sales contracts in a timely manner during the visit. , VAT invoices, manual ledgers, and various financial statements, leaving no time for the other party to falsify, and VAT and bank flow must be time synchronized to accurately reflect. All reports are carefully reviewed for fraud, and any information collected from customers is objectively reflected in the investigation report without concealment or exaggeration. For customers' doubts, I can communicate with them in a reasonable manner based on safeguarding the company's interests and image. We try our best to provide customers with convenience in terms of service and other details, such as sending contracts, sending IOUs, and obtaining documents. The procedures for Xinyidai business are relatively simple. From the experience of the clients I handled, Xiang Zeng and Tan Anshu, the most important thing is to verify the two basic points of the client’s stable job and income. Sister Tan, who applied for a special credit of 150,000 yuan, was handled by me from the collection of materials to the signing of the contract. In order to verify her For the work of the Tobacco Bureau, I made a special trip to her unit to get the labor contract. On the one hand, it saves the client trouble, and on the other hand, I have more confidence in the collected materials and work conditions, thereby reducing risks. This customer was in a hurry, so I worked hard to get it done for her in two days based on her needs, which also reflected the company's timeliness to the greatest extent. The customer was also very satisfied with this and sent a thank you text message. During the whole experience, I gained a more thorough understanding of all the details and processes, and I believe that the future handling of Xinyidai business will be smoother.